See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,148 | $105,998+14.3% | $92,233+31.3% | $147,584-17.9% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.5%-76.5pp | 82.8%-82.8pp |
| Annual return | 16.92% | 50.05%-33.1pp | 176.28%-159.4pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,719 | $4,333-60.3% | $3,679-53.3% | $4,876-64.7% |
| Participant deferral / active EE | $2,295 | $4,478-48.7% | $3,897-41.1% | $5,439-57.8% |
| Admin fee / account holder | $28,072 | $6,332+343.3% | $5,194+440.5% | $10,885+157.9% |